Commercial Relationship Manager

Responsibilities

• Identifies, prioritizes and develops relationship strategy for high-value retention / expansion clients and acquisition targets
• Delivers knowledgeable advice and solutions, institutionalizes client relationships, and optimizes revenue opportunities to the Commercial Bank
• Isolates current and emerging client needs and proactively introduces solutions
• Identifies and works with relevant business partners in a team-based delivery model
• Plans and executes quality client/prospect calls, centered around advice-driven delivery
• Manages transaction processes from initial engagement through final close, including structure, pricing, internal approval / compliance processes and documentation
• Exercises credit acumen and pricing discipline
• Develops consistent practices learned through the Relationship Management Process and relevant credit training

• Bachelor’s degree and two (2) years experience in Commercial Banking or four (4) years experience in closely related client‑facing financial services
• Or High school diploma or GED and six (6) years experience in Commercial Banking or eight (8) years experience in closely related client‑facing financial services
• Commercial Banking experience
• Relationship Management experience
• Credit/Analyst experience